Agencies
If your organisation is an agency, Cadre adds an Agency group to your menu. It holds your clients, the payroll you run for each of them, the invoices you send them, and the placements you make. Your organisation settings show its type as Agency.
Everything an employer does, you do too: adding people, leave, time, performance and payroll work the same way. These pages cover only what an agency adds. For the rest, see the shared sections, such as People and Payroll.
Your clients do not sign in to Cadre. You keep their records and send them what they need.
What an agency gets
Section titled “What an agency gets”- Clients and worker groups, each group with its own service model (A, B or C).
- Clients this month: one payroll run per client, side by side, with bulk approval.
- Billing terms per worker group, and Client invoices built from locked runs.
- Placements: permanent placements (Model D) and seconded workers converted to a client’s own payroll.
- Reporting packs for each client and a Profitability report across your whole book.
- Client access: limit an account manager to the clients they look after.
A suggested order to set up
Section titled “A suggested order to set up”- Read How agencies work, so you know which service model fits each group of workers.
- Add your clients and a worker group for each service model you provide to them. See Clients and worker groups.
- For clients where they are the legal employer (Models B and C), enter their statutory registrations and, if you like, their own branding.
- Agree billing terms for every worker group. Invoices cannot be built without them. See Billing terms and invoices.
- Set up pay as any employer would. See Setting up pay.
- Add people, choosing Placed at a client for your client workers. See Add an employee.
- Invite your team, and limit account managers to their clients. See Client access.
- Each month, open, approve and lock every client’s run from one screen. See Multi-client payroll.